JP
John A. Passaro
SNYDER WEALTH GROUP
Manorville, NY
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CRD#: 1574451
JP
Professional summary
John Andrew Passaro is a registered financial advisor currently at SNYDER WEALTH GROUP located in Manorville, New York and OSAIC WEALTH, INC. located in Manorville, New York.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. John has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JOHN PASSARO; INVESTMENT RELATED; 14 VICTORIA LANE MANORVILLE NY 11949; STATUTORY AGENT; STARTED 01/01/2006; 1 HR/MTH; 0 HRS/MTH DURING ST HOURS; LIFE INSURANCE SALES. FIXED ANNUITY SALES. 2) JOHN PASSARO; NON-INVESTMENT; 14 VICTORIA LANE MANORVILLE NY 11949; OWNER; STARTED 01/01/2005; 2 HRS/MTH; 0 HRS/MTH DURING ST HOURS; PREPARATION OF TAX RETURNS. 3) JOHN PASSARO; NOT INVESTMENT-RELATED; 14 VICTORIA LANE; AUTHOR; STARTED 06/06/2013; 16 HOURS/ 0 SECURITIES; AUTHOR. 4) JOHN PASSARO POSITION: Caregiver NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 14 Victoria Lane, Manorville NY 11949, United States DESCRIPTION: I am a caregiver for my daughter who is [REDACTED] and [REDACTED] suffering from a [REDACTED] injury. She requires 24-hour care 365 days a year. I change her, feed her, suction her, monitor her, exercise her and provide any and all health care to help her survive as she is [REDACTED] and [REDACTED]. Predominately the hours I provide these services are from midnight to 6 am. 5) JOHN PASSARO POSITION: Owner NATURE: Buy and Sell Sports Cards INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2020 ADDRESS: 14 Victoria Lane, Manorville NY 11949-2030, United States DESCRIPTION: Buy and Sell sports cards as a hobby. 6) MARK J SNYDER FINANCIAL SERVICES INC. POSITION: Ower NATURE: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 14 Victoria Ln, Manorville NY 11949, United States DESCRIPTION: Investment Advisor
CRS (Client Relationship Summary) - RIA
Click below to view John Andrew Passaro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 18, 2021 - Present
SNYDER WEALTH GROUP
RIA
CRD#: 106425
Manorville, NY
Current
February 22, 2002 - Present
OSAIC WEALTH, INC.
Office #1: 14 Victoria Lane, Manorville, NY 11949RIA
BD
CRD#: 23131
Manorville, NY
Past
April 16, 2021 - December 31, 2021
LONG ISLAND FINANCIAL ADVISORS, INC.
RIA
CRD#: 123439
MEDFORD, NY
Past
February 5, 1996 - February 25, 2002
CAPITAL ONE INVESTMENT SERVICES LLC
BD
CRD#: 25658
MELVILLE, NY
Past
November 9, 1993 - March 25, 1996
CAL FED INVESTMENTS
BD
CRD#: 19631
SACRAMENTO, CA
Past
March 25, 1993 - April 13, 1993
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
December 10, 1992 - March 23, 1993
JOSEPHTHAL & CO., INC.
BD
CRD#: 3227
NEW YORK, NY
Past
April 18, 1989 - May 13, 1989
U.S. ADVISORS, INC.
BD
CRD#: 10721
Past
April 14, 1989 - May 5, 1989
WELLSHIRE SECURITIES, INC.
BD
CRD#: 17939
Past
March 27, 1989 - March 1, 1991
PRESCOTT STEINAM INC.
BD
CRD#: 16872
Past
October 22, 1986 - March 10, 1989
INVESTORS CENTER, INC.
BD
CRD#: 14670
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT
CRD#: 106425 / SEC#: 801-38888
RIA
Registered Investment Advisory firm - (5/9/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/13/2002)
RR
New York(2/22/2002)
IAR
New York(11/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC | SNYDER WEALTH GROUP | SNYDER MARK J FINANCIAL SERVICES INC | SNYDER CAPITAL MANAGEMENT
CRD#: 106425 / SEC#: 801-38888
RIA
Registered Investment Advisory firm - (5/9/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1733 N Ocean Ave Suite B, Medford, NY 11763
Mailing Address
Phone number
(631) 289-4224
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,712 |
| AUM (Assets Under Management) | $ 375,659,897 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
